I'm Roger Ma, a NYC-based CERTIFIED FINANCIAL PLANNER™ and founder of lifelaidout®.
I work with individuals and families across the country to help them set and reach their financial and life goals so they can focus their time where it really matters.
When I work with clients, I focus on breaking down complex situations into simple themes and communicate in an easy-to-understand way, without all of the financial jargon. I try to make the financial planning process interesting, educational, and fun for clients.
While working in investment banking at Morgan Stanley, I became more interested in the personal side of finance than the corporate side. That passion led me on a path to learn everything I could about personal finance and ultimately become a financial planner.
- New York University
- Certificate in Financial Planning
- Carnegie Mellon University
- Bachelor of Science in Business and Economics